MLG Fund V REIT LLC
Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.
Raised
$125K
Investors
—
Min Invest
$1,000
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What this filing shows
·Every sentence is a value as filed on SEC Form D
MLG Fund V REIT LLC is a Delaware limited liability company that filed a Form D with the SEC on July 7, 2021 in the REITS and Finance industry group. The offering claims Rule 506(b) and covers equity. MLG Fund V REIT LLC reported $125,000 sold of a $125,000 total offering as of the Form D filed July 7, 2021. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000. The Form D names H & L Equities, LLC (CRD 113794), associated with Charles B. Harrison; H & L Equities, LLC (CRD 113794), associated with Scott Harrison; H & L Equities (CRD 113794), associated with Patrick J. Whelchel; H & L Equities, LLC (CRD 113794), associated with Lori Mayfield and 1 other as recipients of sales compensation soliciting in FL, GA, TX. The issuer's address of record is 19000 W. Bluemound Rd., Brookfield, WI 53045.
EDGAR Filing Data
Form D — Primary Source
View on SEC.govFilings on Record
Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.
In the Terminal
Filing events
0
none on file
Critical / warning
0 / 0
0 watch · 0 info
Statements extracted
0
none on file
NAV prints
0
none on file
Offering chains
1
closed
Fund family Part of the MLG Fund REIT family: 4 vehicles across 4 generations · full family and the filing behind each link in the terminal
Investor
- The full fund family and any related vehicles (parallel, feeder, successor, sibling series) with the filing that shows each link
- 1 offering timeline: velocity, share raised, first-sale lag, stalled flags
Pro
- This issuer against its cohort: rank by velocity and share raised among offerings filed the same quarter
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Related Persons (Form D)
Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.
Timothy J. Wallen
Executive Officer, Director, Promoter · Brookfield, WI
Andrew C. Teske
Executive Officer, Director, Promoter · Brookfield, WI
Andrew E. Bruce
Executive Officer, Director, Promoter · Brookfield, WI
Barry S. Chavin
Executive Officer, Director, Promoter · Brookfield, WI
Craig A. Lashley
Executive Officer, Director, Promoter · Brookfield, WI
Placement Agents and Sales Compensation (Form D)
Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.
H & L Equities, LLCCRD 113794 on BrokerCheck
Associated broker-dealer: Charles B. Harrison (CRD 3071551) · Atlanta, GA · Soliciting in FL, GA, TX
H & L Equities, LLCCRD 113794 on BrokerCheck
Associated broker-dealer: Scott Harrison (CRD 4981070) · Atlanta, GA · Soliciting in FL, GA, TX
H & L EquitiesCRD 113794 on BrokerCheck
Associated broker-dealer: Patrick J. Whelchel (CRD 5389090) · Atlanta, GA · Soliciting in GA
H & L Equities, LLCCRD 113794 on BrokerCheck
Associated broker-dealer: Lori Mayfield (CRD 4899271) · Atlanta, GA · Soliciting in GA, TX
H & L EquitiesCRD 113794 on BrokerCheck
Associated broker-dealer: Charles Mathes (CRD 5980160) · Atlanta, GA · Soliciting in GA, TX
Questions About MLG Fund V REIT LLC
Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.
What is MLG Fund V REIT LLC?
MLG Fund V REIT LLC is a Delaware limited liability company that filed a Form D with the SEC on July 7, 2021 in the REITS and Finance industry group. The filing claims Rule 506(b) for an offering of equity.
Is MLG Fund V REIT LLC legit?
AltStreet does not rate legitimacy; it reports the public record. MLG Fund V REIT LLC filed a Form D with the SEC on July 7, 2021 claiming Rule 506(b). A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $125,000 sold. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.
Is MLG Fund V REIT LLC registered with or approved by the SEC?
No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that MLG Fund V REIT LLC claimed Rule 506(b) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.
How much has MLG Fund V REIT LLC raised?
MLG Fund V REIT LLC reported $125,000 sold of a $125,000 total offering as of the Form D filed July 7, 2021.
Who can invest in MLG Fund V REIT LLC?
The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing reports no non-accredited investors. The minimum investment accepted from an outside investor is $1,000.
What is the minimum investment in MLG Fund V REIT LLC?
The Form D lists $1,000 as the minimum investment accepted from any outside investor as of July 7, 2021. Issuers can waive their own minimums, and the figure does not include fees.
Who is selling MLG Fund V REIT LLC and how are they paid?
The Form D names H & L Equities, LLC (CRD 113794), associated with Charles B. Harrison; H & L Equities, LLC (CRD 113794), associated with Scott Harrison; H & L Equities (CRD 113794), associated with Patrick J. Whelchel; H & L Equities, LLC (CRD 113794), associated with Lori Mayfield and 1 other as recipients of sales compensation soliciting in FL, GA, TX.
Who is behind MLG Fund V REIT LLC?
The Form D lists 5 related persons: Timothy J. Wallen, executive officer, director, promoter; Andrew C. Teske, executive officer, director, promoter; Andrew E. Bruce, executive officer, director, promoter; Barry S. Chavin, executive officer, director, promoter; Craig A. Lashley, executive officer, director, promoter. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.
Where is MLG Fund V REIT LLC located?
The issuer's address on its SEC filings is 19000 W. Bluemound Rd., Brookfield, WI 53045. Its phone number of record is 262-797-9400. It is organized under the laws of Delaware.
How long is the MLG Fund V REIT LLC offering open?
The issuer indicated that the offering is not intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.
What is MLG Fund V REIT LLC's revenue?
The issuer declined to disclose its revenue range on the Form D, which the form permits.
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Data Methodology
Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.